Asset Management Jobs in Anaheim

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Full-time 3 views Experience : Min 10 yrs required

AI, cybersecurity, data, and digital initiatives. - Advise on corporate governance, entity management, internal approvals, and board... matters. - Provide strategic legal advice to executive leadership on significant business initiatives and enterprise risk. - Develop legal policies, templates, compliance initiatives, and process i...

Posted On Jun 26, 26
Full-time 5 views Experience : Min 8 yrs required

Title: Senior Paralegal – Trusts, Estates & Trust Administration Job Responsibilities: - Manage trust administration matters from initiation to completion, which includes gathering assets, coordinating with financial institutions, preparing accountings, and drafting distribution documents. - Support probate matters by handling petitions, court filings,...

Full-time 3 views Experience : 8-12 yrs required

Title: Senior Legal Advisor - Corporate Legal Team Job Responsibilities: As a Senior Legal Advisor for the company, you will be an integral part of the Corporate Legal team, focusing on a wide array of . and global labor and employment, compensation,...

Full-time 2 views Experience : Min 5 yrs required

that ensure the effective management and strategic development of... the organization's intellectual property portfolio. Key duties include: - Preparing and prosecuting patent applications in the field of expertise, ensuring that all intellectual property is adequately protected. - Collaborating with the Chief Patent...

Posted On Sep 02, 26
Full-time 2 views

Title Part Time Paralegal Job Responsibilities The Part Time Paralegal at the law firm will be responsible for a variety of tasks essential to the firm's Probate and Estate Planning operations. Key responsibilities include: - Preparing and filing legal pleadings: The paralegal will draft,...

Full-time 1 views Experience : Min 1 yrs required

Overview Law firm is a dedicated legal services firm committed to providing professional, reliable, compassionate Probate Administration, Trust Administration, and Estate Planning Services. Our mission is to deliver stress-free legal solutions while our clients are going through a difficult time, ensuring...

Full-time 1 views Experience : 4-6 yrs required

Title: Estate Planning & Corporate Attorney Job Responsibilities: - Estate Planning: Advise on moderate to advanced estate, trust, gift, and income tax planning strategies, including wealth-transfer structuring, business succession planning, and tax-efficient entity structuring. Draft and structure revocable living trusts, irrevocable gift...

Full-time 1 views Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

Full-time 1 views Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel (Hybrid) Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals,...

Posted On Jul 20, 26
Full-time 1 views Experience : 5-7 yrs required

Title: Producer - Transactional Risk Sales (Remote - US) Job Responsibilities: - Identify and engage in new business opportunities with internal and external contacts. - Provide insurance expertise related to acquisitions and dispositions of assets and businesses. - Negotiate transactional risk insurance coverage options...

Full-time 7 views Experience : 10-15 yrs required

transfer, tax planning, and asset protection. - Design and implement... sophisticated estate plans, including trusts, business succession structures, and generational planning strategies. - Manage and maintain strong client relationships, serving as a trusted advisor on complex and evolving planning needs. - Lead a...

Posted On Aug 02, 26
Full-time 1 views Experience : 1-2 yrs required

Title: Paralegal Job Responsibilities: As a Paralegal at the law firm, you will have a variety of responsibilities that are critical to the functioning of the Estate Planning and Trust Administration areas. Your primary duties will include: - Drafting estate planning documents, such...

Posted On Jul 20, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Senior Estate Planning & Trust Administration Paralegal (Department Lead) Job Responsibilities: Department Leadership: - Manage the day-to-day operations of the estate planning and trust administration departments with minimal attorney supervision. - Oversee department workflow, matter status, and deadlines across all active files. - Supervise,...

Posted On Sep 10, 26
Full-time 1 views Experience : 8-8 yrs required

Title: Tax Senior Manager, Asset Management Job Responsibilities: -... Build and manage client relationships while overseeing a portfolio of large clients, acting as the primary point of contact for both internal and external clients. - Manage senior-level relationships with large...

Posted On Sep 20, 26
Full-time Experience : Min 5 yrs required

Senior Manager, SALT Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies with...

Posted On Sep 10, 26
Full-time 5 views Experience : 5-5 yrs required

Job Title: Manager, SALT Asset Management Job Responsibilities: - Participate... in compliance and consulting projects for multi-state alternative investment clients, which include hedge funds, funds of funds, private equity, and real estate. - Work as part of a multi-disciplinary team providing subject...

Posted On Sep 10, 26
Full-time Experience : Min 5 yrs required

Manager, Salt Asset Management The candidate will... participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Tax Senior Associate, Asset Management Job Responsibilities: - Support... Partners in the day-to-day management of client portfolio. -... job administration. - Keep management informed on the progress... of important engagement and client relationship issues. - Audit basic-to-complex tax provisions; perform...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 2 yrs required

Senior Associate, SALT Asset Management The candidate will... participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. Participate in multi-state companies with...

Posted On Sep 11, 26
Full-time 1 views Experience : 1-8 yrs required

OverviewA law firm seeks a Probate and Trust Attorney in Orange, CA. This role involves providing expert legal counsel and representation in probate law, trust administration, and estate planning. The attorney will work closely with clients to ensure swift and...

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